Last time, I gave claude an invoice and asked it to change one item on it, it did so nicely and gave me the new invoice. Good thing I noticed it had also changed the bank account number..

The more complicated the spreadsheet and the more dependencies it has, the greater the room for error. These are probabilistic machines. You can use them, I use them all the time for different things, but you need to treat them like employees you can't even trust to copy a bank account number correctly.

We’ve tried to gently use them to automate some of our report generation and PDF->Invoice workflows and it’s a nightmare of silent changes and absence of logic.. basic things like specifically telling it “debits need to match credits” and “balance sheets need to balance” that are ignored.

Yeah, asking llm to edit one specific thing in a large or complex document/ codebase is like those repeated "give me the exact same image" gifs. It's fundamentally a statistical model so the only thing we can be _certain_ of is that _it's not_. It might get the desired change 100% correct but it's only gonna get the entire document 99 5%

Something that Claude Sonnet does when you use it to code is write scripts to test whether or not something is working. If it does that for Excel (e.g. some form of verification) it should be fine.

Besides, using AI is an exercise in a "trust but verify" approach to getting work done. If you asked a junior to do the task you'd check their output. Same goes for AI.